Financial Planning Advisor Job Vacancies in Pune

Financial consultants can help clients make insurance decisions as part of their financial planning. They can assess a client's risk tolerance and recommend insurance policies that fit their needs. How financial consultants help with insuranceInsurance planningFinancial consultants can help clients choose insurance policies that fit their risk tolerance and budget. Investment managementFinancial consultants can help clients buy and sell investments, like stocks and bonds, on their behalf. Financial planningFinancial consultants can help clients create financial plans to achieve their goals.

Good communication skills

Attention Graduates and Postgraduate Housewives in Pune,Are you looking for a rewarding opportunity to make a positive impact on the lives of individuals and families across India? Join us as an independent financial planning consultant, where you can play a crucial role in helping people achieve their financial goals and secure their futures.This opportunity is directly with the India's most trusted MNC brand, you'll receive comprehensive support of IT assistance, technical training, soft skills development, and office infrastructure all at no cost to you. This is a opportunity to excel in a fulfilling and gratifying career without any investment.You should consider joining us if you aspire or the 1) Take control of your financial future: With your earnings, you can ensure that 100% of your husband's income goes towards savings, while covering household expenses yourself.2) Fund the higher education of your kids yourself at prestigious universities, securing their future success.3) Imagine returning to earlier college and professional years where people acknowledge and applaud your performance and contribution to the society.4) If you aspire to have your separate professional identity and respect apart from the being the biggest contributor to your family as a home maker. 5) Even if you've never considered yourself a salesperson, you're already familiar with recommending products and services to your neighbors, friend, relative and other near and dears . This opportunity allows you to utilize these skills in a rewarding career.Don't miss out on this chance to enhance your family's living and lifestyle while making a meaningful difference in the lives of others. Join us today and embark on a journey of success and fulfillment.To learn more and join our team, contact us at 8080460060

Urgent opening For Financial Planning Advisor, Financial need analysis, freelance basis, flexible working hours and variable pay

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced